At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews.
We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias.
That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology for the retail financial sector. We design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way in which your customers will understand.
We've 25 years’ experience as a market leading technology company providing financial services software. At Synaptic, we’re unique in being partners with the widest possible range of providers, and connecting you with them to provide the whole picture – all from a single platform.
How our adviser technology helps by:
Enabling you to provide high-quality advice
We have the only complete advice and due diligence research solution on the market. Our focus is on saving you time, so you can optimise every customer contact. And we provide the intuitive tools you need for goal-based, compliant financial planning:
- next-generation research and comparison software, with real-time automated data on products and funds
- probability-based forecasts aligned to Moody’s Analytics
- fully customisable protection and annuity lead-generation tools
Supporting the growth of your business
Illustrations are produced automatically without rekeying, allowing users to work within a firm’s own CIP and retirement propositions. Our comprehensive research processes also make it easy to formulate outstanding advice.
We offer our cloud solutions as software-as-a-service and as APIs, which integrate seamlessly with your business environment. Built using the Salesforce® development platform, Synaptic Pathways is available regardless of your choice of CRM, offering:
- data security you can trust
- robust, reliable application performance